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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,363 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 401 S. TRYON STREET, 19TH FL. · CHARLOTTE, NC 28288 | Advisory (Participants) | $10,794 |
GELMAN PENSION CONSULTING, INC.2+ years Filed as: GELMAN PENSION CONSULTING, INC Service code 15 70 WEST 40TH STREET · NEW YORK, NY 10018 | Recordkeeping | $8,023 |
GELMAN PENSION CONSULTING, INC.2+ years Service code 15 | Recordkeeping | $2,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,951 | $63,905-64.1% | $74,184-69.1% | $57,658-60.2% |
| Participation rate | 43.1% | 79.8%-36.6pp | 76.6%-33.5pp | 70.2%-27.1pp |
| Annual return | 6.80% | 60.60%-53.8pp | 17.74%-10.9pp | 5.13%+1.7pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $990 | $3,448-71.3% | $3,550-72.1% | $3,061-67.7% |
| Admin fee / account holder | $228 | $91+150.3% | $5,586-95.9% | $95+141.1% |